Creating surveys

Learn how to create and customize surveys in Featurebase.

Written By Markus from Featurebase

Last updated 6 days ago

Overview

Surveys are Outbound message types that ask targeted, multi-step questions through the Featurebase Survey widget and collect structured responses. Use them to gather feedback from the right customers at the moment when their answers are most useful.

You can start from a blank Survey or use a template, then configure the Survey pages, audience, trigger rules, frequency, schedule, and launch state.

Tip: Before creating a Survey, decide what you want to learn, whether you already have that data elsewhere, and what action your team will take based on each answer.

Create a Survey

After you have installed the Survey widget, you can start creating surveys:

  1. Go to Dashboard → Outbound

  2. Click New Message

  3. Choose Survey

  4. Select Start from scratch, or choose a Survey template

1. Build the Survey content

Start building out the Survey:

  1. Choose the Survey type (text, link, rating, multiple choice)

  2. Add the title, description, and placeholder that will be visible to your users

  3. Add follow-up questions by clicking ‘Add new page’

  4. Set up conditional logic to show different Survey pages based on users’ answers

Tip: You can use dynamic variables like {First name} to make your surveys more personal to users

2. Add translations

Survey messages support multilingual content.

  1. In Survey pages, use Editing for [language] to switch the language you are editing

  2. Translate the customer-facing fields that appear in your Survey:

    • Page titles

    • Descriptions

    • Text placeholders

    • Rating labels

    • Multiple-choice options

    • Link button text and redirect URLs

If a translated field is missing, Featurebase falls back to English for that field. Review every language before setting the Survey live so customers do not see mixed-language content.

3. Set rules and audience

Under Rules, choose who can receive the Survey and where it can appear.

Use Audience to choose the audience type and audience rules. Then use the trigger condition to control when the Survey can appear in your product:

  • Current page URL - show the Survey on matching pages

  • Time on page (seconds) - wait until the customer has spent enough time on the page

  • CSS selector - show the Survey when a specific page element is present or not present

Notes:

  • Survey audiences are dynamic, so people can enter or leave the audience as their attributes change.

  • If you leave the trigger condition empty, the Survey can be eligible on every visit for people who match the audience and scheduling rules.

4. Configure frequency and scheduling

Open Frequency and scheduling to control when the Survey can appear and how often it can run. Survey messages can use:

  • Send once when the person matches the rules - show the Survey one time per matching person

  • Send based on a fixed schedule if the person matches the rules - run the Survey on a weekly, monthly, or yearly schedule

  • Send every time the person matches the rules until dismissed - let the Survey show again when the person becomes eligible again, unless they dismiss it or a limit stops it

Use When to send to choose the delivery window:

  • Any time

  • During office hours

  • Outside office hours

  • Custom times

Use Start sending to choose Immediately or Custom date. Use Stop sending to choose Never or Custom date.

If you choose a custom start date, the Survey is scheduled first and goes live when the start date arrives. If you start immediately, click Set live to make the Survey eligible as soon as the audience, trigger, and delivery window match.

5. Save and launch

Use the preview to check the whole Survey flow, page order, translations, and answer options before customers see it.

If everything looks good, you can choose to either:

  • Save - saves the survey version without publishing it to your users

  • Set live / Schedule - starts a Survey with an immediate start date (Schedule is only available if ‘Start sending’ is a date in the future)

After a Survey is live, use Responses to review results. For the full reporting workflow, see View & export Survey results.

FAQ